Apple may be forced to reduce its iPhone 5S orders for the fourth quarter of 2013 due to supply constraints affecting the handset’s rumored fingerprint sensor and LCD driver chips. Both components were expected to enter production in late June or early July, but that’s now been pushed back into late July, according to industry sources.
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Samsung Electronics has reached a deal with Apple to supply A9 processors for the iPhone 7 from 2015, The Korea Economic Daily reports. Samsung has been producing Apple’s mobile processors since the iPhone first launched in 2007, but recent rumors have claimed the Cupertino company has been looking to take its business elsewhere.
Apple and Samsung are heated rivals when it comes to selling smartphones and tablets, but the two companies are still in bed behind the scenes. Samsung makes the majority of Apple’s processors for the iPhone and iPad, and there hasn’t been another manufacturer that’s capable of replacing Samsung’s assembly line prowess.
Moves are being made to distance Samsung from the iPhone’s guts, however. A deal with TSMC (Taiwan Semiconductor Manufacturing) has been struck for Apple’s mobile processors. TSMC will start making a chunk of the ‘A’ series chips for Apple in 2014, but Samsung is still supplying the bulk of the orders.
The Wall Street Journal confirmed the deal over this past weekend after Digitimes recently said that TSMC will start making upcoming chips for Apple’s next-gen devices. “TSMC plans to start mass-producing the chips early next year using advanced “20-nanometer” technology, which makes the chips potentially smaller and more energy-efficient,” according to the Journal.
- Source The Wall Street Journal
Taiwan Semiconductor Manufacturing Company (TSMC) has reached a deal with Apple to supply its next-generation A8, A9, and A9X processors for iOS devices, according to industry sources. The company will reportedly begin manufacturing the chips using a 20-nanometer process, then upgrade to 16-nanometer and later 10-nanometer processes in the future.
Taiwan Semiconductor Manufacturing Co. (TSMC) will reportedly land a deal for Apple’s future “A7’ processors when the Cupertino company’s current contract with Samsung expires in 2014.
Samsung has been responsible for Apple’s mobile chips since the introduction of the A4 back in 2010, but Apple has seemingly been looking to take its business elsewhere since the pair became embroiled in a series of lengthy legal battles.
A questionable rumor from Digitimes suggests that Intel might make 10% of all of Apple’s A7 processors. If the rumor’s true, though, here’s how it would probably play out.
Being in business with Apple can’t be all that bad right now. Despite a report this morning that claimed Apple’s suppliers experienced weak sales in February, there are a few Apple suppliers that are hiring more employees to meet demand.
Both TSMC and Hon Hai are looking to hire 5,000 new employees, which might mean that Apple really is looking to ditch Samsung in favor of TSMC.
The Apple TV, Cupertino’s “hobby” of a set-top box, is often used to test out new fabrication process for the A-series chips that go into iPhones, iPod touches and iPads. The last Apple TV ran a 32nm A5 processor built by Samsung with a single-core disabled, which eventually ended up (in a dual-core capacity) in the iPad mini.
With the new third-gen Apple TV, Apple’s at it again. The new Apple TV is functionally and physically identical to its predecessor, except for one detail: it features a 28nm A5 chip built by TSMC. But what does it mean?
This could be the first ripple of a very big wave: the Commercial Times out of Taiwan is claiming that Taiwan Semiconductor Manufacturing (or TSMC) is about to start trial production for Apple’s A6X SoC this quarter.
Why is this a big deal? Apple’s arch-nemesis Samsung currently manufacturers the A6X chip… and it might herald Apple shifting all of its multi-billion dollar chip business away.
There’s been a lot of talk about Project Azalea, Apple’s rumored $10 billion project with TSMC to build a top-secret chip plant on domestic shores. We’ve heard it might be built in New York. We’ve heard it might be built in Portland. Wherever it’s built, though, it’s believed to be a major blow against Apple’s frenemy Samsung, who currently builds the majority of Apple’s custom ARM chips.
Unfortunately, it turns out that Project Azalea might not have anything to do with Apple after all, with TSMC’s CEO himself now denying it.